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UnitedHealth Stock Recovered Before Its Margins Did
03.09.2026 17:35
UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.
For 4 Years, The Villages’ Top Health Provider Allegedly Filed False Medicare Codes. The Bill Just Came Due: $541.5 Million.
03.09.2026 14:38
A retirement community's top health provider quietly told the government it had been overbilling Medicare for years, then filed for bankruptcy before the consequences arrived. What happened next reshaped who owns the clinics, who absorbs the loss, and what federal prosecutors are targeting next.
Can Better Star Ratings and Margin Expansion Drive Humana (HUM) Higher?
03.09.2026 14:34
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]
Humana Earns 2026 Great Place To Work Certification™ and PEOPLE Companies That Care® Recognition
03.09.2026 13:00
LOUISVILLE, Ky., September 03, 2026--Humana Earns 2026 Great Place To Work Certification™ and PEOPLE Companies That Care® Recognition
Bill Ackman Backs Mark Cuban's Drug Pricing Model: These Healthcare Stocks Could Win—Or Lose
03.09.2026 12:31
By endorsing Mark Cuban‘s proposals to make prescription drug pricing more transparent, Bill Ackman shifted the conversation from healthcare policy to something investors care about just as much: whether the traditional pharmacy benefit manager (PBM) model is facing a growing...
Thyme Care Closes $125+ Million Series E, Establishes Thyme Companies to Broaden Its Impact Across the Oncology Ecosystem
02.09.2026 16:00
Thyme Care, the nationally recognized oncology company, today announced a new Series E financing round of over $125M. Morgan Health led the round, with participation from strategic healthcare investors Humana and CVS Health Ventures, as well as institutional investors AlleyCorp, HealthQuest Capital, Foresite Capital, Concord Health Partners, Frist Cressey Ventures, Town Hall Ventures, and a16z Bio + Health.
Humana Board Declares Payment of Quarterly Dividend to Stockholders
02.09.2026 11:30
LOUISVILLE, Ky., September 02, 2026--Humana Inc. (NYSE: HUM) announced today that its Board of Directors has declared a cash dividend to stockholders of $0.885 per share payable on November 27, 2026 to stockholders of record as of the close of business on October 30, 2026.
Johns Hopkins Health Plans taps interim CEO as it searches for successor
02.09.2026 10:59
Daniel Chojnowski, JHHP’s current CFO, will provide stability so that the Baltimore-area insurer can recruit full-time for its next chief executive, the company said.
Humana (HUM) Names New Medical Chief On AI Push As Valuation Debate Builds
01.09.2026 14:06
Humana (HUM) has drawn fresh attention after announcing that Shantanu Nundy, M.D., will become Chief Medical Officer on August 31, 2026, in a move that foregrounds technology, AI and clinical leadership. Humana’s appointment of a technology focused Chief Medical Officer comes as the stock trades at US$383.23. The share price return is up 5.32% over 30 days and 19.43% over 90 days, while the year-to-date share price return of 44.90% contrasts with a 3-year total shareholder return that has...
Humana Foundation Names 2026 Scholarship Recipients
01.09.2026 13:00
LOUISVILLE, Ky., September 01, 2026--The Humana Foundation, the philanthropic arm of Humana Inc. (NYSE: HUM), today announced 80 winners of college scholarships awarded through the Humana Foundation Scholarship Program.
CVRx Eyes Barostim Growth as Coverage Gains and BENEFIT-HF Trial Launches
13.08.2026 07:02
CVRx (NASDAQ:CVRX) outlined its efforts to expand adoption of its Barostim therapy for heart failure patients, emphasizing sales-force execution, payer coverage progress and a large post-market clinical trial during Canaccord Genuity’s 46th Annual Growth Conference. President and CEO Kevin Hykes sa
Diamond Hill Mid Cap Fund Q2 2026 Contributors And Detractors
11.08.2026 09:45
Equity markets posted strong returns during the second quarter, with robust corporate earnings and a resilient domestic economy supporting investor sentiment. Read more here.
Mark Cuban Urges Investors to Pressure Health Insurers Over Healthcare Costs: ‘You Can Make a Difference’
11.08.2026 04:28
Mark Cuban urged investors to pressure health insurers over healthcare costs, calling for funds to divest their stakes.
Humana (HUM) Q2 2026 Earnings Call Transcript
08.08.2026 00:02
CEO Rechtin details Medicare Advantage margin recovery strategy through 2028.
Is ALHC Stock a Buy as Fast Growth Clashes With Premium Valuation?
06.08.2026 14:44
Alignment Healthcare lifted its 2026 outlook after 31%+ membership and revenue growth, but rich earnings valuation and second-half risks may justify a wait-and-see approach.
Humana’s (HUM) Path to Recovery and Growth
04.08.2026 16:04
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]
Humana Community Day 2026 Mobilizes Thousands of Employees Nationwide to Support Healthier Communities
04.08.2026 12:00
LOUISVILLE, Ky., August 04, 2026--Humana Inc. (NYSE: HUM) today announced Humana Community Day 2026, its annual nationwide day of service taking place Wednesday, Aug. 26, 2026, mobilizing thousands of employees to volunteer in communities across the United States.
US Insurer Humana Is Exiting More Medicare Advantage Plans in 2027— Here's Who Could Be Affected
01.08.2026 02:30
Humana Inc. said Wednesday it plans to exit additional Medicare Advantage plans in 2027, a move expected to affect about 600,000 members. The insurer said the changes are part of its strategy to improve profitability while reshaping its Medicare Advantage...